Taylor Matthews

Building what personal finance should be @

[Farther @FartherFinance]

In his discussion with Yahoo Finance's Julie Hyman, Farther Family Office Global Head Ben Seidenstein shares how ultra-high-net-worth investors are thinking about the road ahead, and what the rest of us can learn from it.

1. Play a longer game. Ultra-high-net-worth investors aren't positioning for the next quarter. They're investing across generations; for descendants, causes, and institutions. That time horizon changes everything about how risk is assessed and where opportunity is found.

2. Know what you're actually paying for. Pre-IPO access to names like SpaceX and OpenAI is more available than ever. So are predatory SPVs charging ultra-high fees to deliver it. Ben's advice: underwrite to the net return, not the name on the offer. Understand the economic structure before you commit.

Watch the segment here: https://t.co/9aENp5N5pZ

[Farther @FartherFinance]

We’re proud to announce that Farther has closed its $150 million Series D, led by General Atlantic. This is a defining moment for Farther, as we also cross $23 billion in recruited assets, more than tripling our year-over-year growth.

“Our partnership with General Atlantic will help us continue scaling our Intelligent Wealth Platform, so more advisors can grow their business and deliver greater value to clients.” — Taylor Matthews, CEO and Co-Founder at Farther.

“The wealth management sector is undergoing a structural shift as advisors increasingly seek modern, integrated platforms to better serve clients and grow their businesses. We have been consistently impressed by Farther’s innovation, long-term vision, and thoughtful approach to reimagining the advisor and client experience,” — Paul Stamas, Managing Director and Global Head of Financial Services at General Atlantic.

Since 2019, we have worked to close the gaps in the traditional wealth management experience that have held back both Advisor and Client performance. The Intelligent Wealth Platform was built from the ground up, as a single, integrated ecosystem to directly address that. With AI at its core, Advisors can focus on growing their business rather than managing their tech stack, and Clients across the wealth spectrum get a modern experience that moves with them, their evolving needs, and the markets.

“We never aspired to deliver incremental improvements to wealth management, so we rebuilt it from the ground up.” — Bradley Genser, CTO and Co-Founder at Farther.

Farther is now a unicorn, and this milestone reflects more than capital raised. It reflects the Advisors who brought their Clients here, and the Clients who decided they deserved better and put their trust in us.

Welcome to the next chapter. Welcome to Intelligent Wealth Management.

Full press release here: https://t.co/NUieLwW76o

#wealthmanagement #wealthtech #gofarther #seriesD #intelligentwealthmanagement

[Yahoo Finance @YahooFinance]

Farther co-founder Brad Genser says "we're not" in an AI bubble: "This is a place where real demand is."

"To access a lot of the growth opportunities in AI, you are going to have to go to private markets," he later added.

[Taylor Matthews @JTaylorMatthews]

@patrickc @paulg I’d be happy to sign too.

[Taylor Matthews @JTaylorMatthews]

@Gedmark @SpaceForceDoD That’s awesome. Congrats @Gedmark 🚀

[Farther @FartherFinance]

Big news: We’ve closed our Series C, raising $72M, and surpassed $5B in assets under management! Huge thanks to @CapitalG & Viewpoint Ventures for their support as we continue to elevate wealth management.

Check out Bloomberg’s story by @Katie_Roof: https://t.co/etN2ROuQrJ.

[Farther @FartherFinance]

Exciting to see these incredible women in #wealthtech recognized @ThinkAdvisor
#gofarther #fintech #womeninfintech

https://t.co/ePxQWJpuz4

[Leif Dautch @LDautch]

An unfortunate reminder of why I decided to run for District Attorney in the first place. (1/9)

[Taylor Matthews @JTaylorMatthews]

Super-excited to announce our Series B funding! We're growing the team to make good on our promise to fix retirement, so if you know anyone who has a passion solving big problems, you know where to find me. #forusall #fintech https://t.co/4jckg44TjD

[ForUsAll 401(k) @ForUsAll401k]

ForUsAll Reaches $500m in Assets and Raises $21m in Venture Capital https://t.co/TW2oMluP5s #fintech #401k #vc

[Fight for the Future @fightfortheftr]

Don't just retweet, CALL YOUR LAWMAKERS NOW. They're the ones that can stop this. https://t.co/S8d0OxZQe0 https://t.co/uJA4dKjyfq

[ForUsAll 401(k) @ForUsAll401k]

Comparing Small Firm 401(k) Plans — Fees, Matching, And The Best States To Work In https://t.co/Akh5QgBxJ5 @ForUsAll401k data in @atlblog

[ForUsAll 401(k) @ForUsAll401k]

Plan Health Not Just About Fees and Investments https://t.co/mcMizCWgko Read about @ForUsAll401k in @PLANSPONSOR

[Liz Skinner @skinnerliz]

Young retirement robo @ForUsAll401k scoring high employee participation rates https://t.co/mSWHPS59m4 @newsfromIN

[ForUsAll 401(k) @ForUsAll401k]

We talk 401(k)s with @KruzeConsulting, a well known small business accounting & consulting firm - check it out! https://t.co/yBluoGRmq3

[ForUsAll 401(k) @ForUsAll401k]

Employee retirement savings advisor @ForUsAll hits $100 million AUM https://t.co/EbfIkUj8Jf via @techcrunch by @jshieber

[Fight Trump @FightTrumpNow]

#Fight Trump: This Thanksgiving, talk politics and change minds. https://t.co/DqICw8bJfM

[Sen. Bernie Sanders @SenSanders]

On issues of racism and bigotry, let me be very clear, there is no compromise.

[Taylor Matthews @JTaylorMatthews]

One action a day. For the entire Trump Presidency. Sign up: https://t.co/sOoYZQvUrm #FightTrump

[ForUsAll 401(k) @ForUsAll401k]

ForUsAll & @GenderSpectrum interviewed by the @nytimes @ronlieber saying no to 403b and choosing 401k instead. https://t.co/BYgk2DD6bH

[ForUsAll 401(k) @ForUsAll401k]

We've made it easier for you to remove that outdated, expensive #401k and slip into a powerful, new #401k platform. https://t.co/E1DvLTtERx